Expertise Detail

Pensions, Benefits & Executive Compensation

The field of pensions, benefits and executive compensation is complex. You are challenged not only to keep up with changes to pension, tax and securities legislation, but also with significant court decisions, such as the ownership and application of pension surplus, whether pension plans and trusts can be merged, whether a pension fund or the employer must pay certain expenses, new types of savings and welfare plans and ongoing development in best practices in all areas affecting executive compensation.

Keeping major public and private sector pension plans and employers on top of these developments are lawyers from McCarthy Tétrault. For decades, we have provided expert advice on all phases of benefit plans, from the initial decision to establish a plan through its actual implementation to ongoing operations and termination.

Whether you are a Canadian, US-based or other foreign multinational employer, a corporate group, an investment manager or a financial intermediary such as a trust company or an insurer, we can assist you with:

  • implementation of registered and non-registered pension plans, post-retirement benefits, profit-sharing plans, employee and health and welfare trusts, registered education savings plans, registered retirement income funds, savings plans and supplementary unemployment benefit plans;
  • implementation of bonus plans, stock purchase or option plans, restricted stock plans, deferred share unit plans and stock appreciation rights plans;
  • governance of plans of all types;
  • advising on compliance and structuring of pension investments of all types;
  • partial and full wind-up of registered pension plans and other plans;
  • pension and benefits advice related to divestitures, mergers, acquisitions and other corporate reorganizations, including insolvencies;
  • pension plan surpluses, demutualization benefits and other asset ownership issues;
  • preparing and negotiating executive employment agreements, compensation plans and arrangements;
  • resolving conflicts related to executive employment contracts and management plans via ADR and litigation;
  • addressing shareholders' concerns with regards to pay for performance (“say-on-pay”), full disclosure, etc.; and
  • representation before regulators, administrative tribunals and the courts.

We provide innovative, practical, hands-on advice to pension plans and employers in sectors including education, financial services, health, hospitality, manufacturing, mining, food and beverage, pharmaceuticals, technology and transportation.

We deliver a seamless service for all your legal needs, drawing upon our expertise in tax, labour and employment, securities and litigation.

View a list of recent rankings for this area of expertise.
View a list of lawyers who practice in this area of expertise.

For more information, please contact:


Jacques Rousse
[email protected]
View profile


Pierre Jolin
[email protected]
View profile


Randy Bauslaugh
[email protected]
View profile

Search Expertise by Keyword

Blog Posts

Transactions & Cases